let's me go to steven and ask the reverse question if i can, steven. are there any areas of the marketplace particularly that even a bull such as yourself should avoid? >> are well, i think given what we've seen with the market over the last particularly couple of months since the early summer months, the sectors that have underperformed. i think if you look at industrials and materials, if you look at health care, and this is all relative to, generally speaking, the s&p 500. those sectors that have underperformed, that haven't seen the moves, that haven't seen, more importantly, the equity, the cash flows that we have seen come into the ec by i -- equity markets, those are the sectors i would avoid. again, in the environment we're in certainly driven by a lot of momentum and a lot of expectation of future growth. those underperforming sectors will probably continue to underperform. and, again, those companies, you know, that were mentioned there in the broader sectors of tech and telecom in particular, those are the broad sectors that have been, actua